• How to add a contact into an opportunity based on the client only using Studio or BMP (or both)?

    Hi, everyone! I would like to know how to relate a contact to an opportunity automatically based on the customer. The scenario is this one: The user creates its Opportunities via the Quote record, the quote record only has the Account related to…

  • How to get relate contact ID in the opportunities module record.js?

    Please HELP! How to find the contact ID related with current opportunity module in the record.js file ( custom/modules/Opportunities/clients/base/views/record/record.js ). In other words i just need to get the contact ID which is related to my opportunity…

  • How can I link a contact to a opportunity via REST API?

    I'm trying to find some documentation on how to do this. I will start trying to use this endpoint now, but its not clear to me if it will work: <module>/:record/link/:link_name/:remote_id POST But I do not know if it will work. Thanks for some…